Episode notes
David Puell (on Twitter) is the Head of Research at Adaptive Capital, a crypto investment fund that specializes in on-chain analysis, in order to guide investment decisions.
David comes with a background of Forex trading and big data analysis. He discusses different ways to evaluate on-chain data to support investment thesis and decision making.
Topics of Conversation
- TA in Crypto vs Other Markets
- Herd Mentality and "Reflexivity" in Crypto markets
- Investor sophistication
- Markets cycles since WWII, crypto relevancy
- Cross referencing Price, UTXO, and Time
- Bitcoin valuation with on-chain analysis
- Eliminated noise in on-chain analysis
